Basic Workflow Design - CRUD

Basic Workflow Design - CRUD

CRUD is short for Create, Read, Update and Delete. This is a suitable design for managing data entities, based on an identity, designation and other simple attributes. 

This instruction guides you how to build a CRUD for an existing table, so you can manage the data in that table.

Prerequisites

The actual table is already created and exists both in database and in Repository.

Navigation Tree does already exist.

Work Sequence

1. Create Workflow
2. Create List Portlet
3. Create Detail Portlet
4. Add Workflow Actions
5. Create Task
6. Add Task to Navigation

Create Workflow

A workflow for a CRUD have 2 portlets; one to list the entities and one to see all details.

Name the Workflow Entity + "_Manage",  SalesItem_Manage.

1. Add 2 Portlets
2. Connect Entry Point and the first portlet with a Transition. Then the first portlet with the second.

Create List Portlet

1. Right click on the first Portlet and select "Associate Portlet". Then click on "New Portlet". Name the Portlet Entity + "_List".
2. Add List Segment
3. Add a Data Model, select a Table and select the fields that you want to see in the list
4. Add the fields to the list in the order they shall have
5. Add Toolbar Icons 

Create Detail Portlet

1. Right click on the second Portlet and select "Associate Portlet". Then click on "New Portlet". Name the Portlet Entity + "_Detail".
2. Add 3 Segment, one for Main Information,  Attributes and Modified
3. Add a Data Model, select a Table and select the fields that you want to see in the list
4. Add the fields to the right segment
5. Add Toolbar Icons

Add Workflow Actions

1. Add a Entry point
2. Add the List portlet and draw a transition from entry point to the portlet
3. On portlet level (the bottom) add standard Close and Filter action buttons. Also add hot key Refresh.
4. On list level (row data and right click) add Edit.dot as row data. Also add Edit.dot, View.dot, Copy.dot and Delete.dot as right click options. Complement with a Create.dot-button.
5. Add the detail portlet and draw a transition from the list portlet to the detail portlet
6. Associate all list actions to the transition
7. For the detail portlet, add standard buttons for Cancel, Create, Create (Copy), Save, Save&Close, Delete and OK. Complement with hokey for Refresh.

Create Task

1. Right click on workflow and chose Create Taks to create a task that pinpoints the entry point of the workflow. Set the labels on appropriate language for the task.